Get Started with Alteryx One Platform
This section applies to getting started with Alteryx One Platform. Workspace administrators should complete the following steps to set up the workspace, enable applications, and invite users.
Setup Process
Register: Complete the simple online task to license and create your Alteryx One workspace.
Workspace setup: Before you invite other users to your workspace, complete a few setup steps.
Invite users: If you intend to share the workspace with other users, you can invite them from within the workspace.
Before You Begin
Allowlist Alteryx One Web Domains
Allowlist these Alteryx One web domains:
alteryxcloud.com alteryx.com
If your organization has domain restrictions, blocked access to these web domains may prevent successful cloud activation.
Allowlist the Alteryx One Email Domain
Allowlist these Alteryx One email domains to guarantee that users receive email notifications:
mail.alteryxcloud.com myalteryx.alteryx.com mail.my.alteryx.com
Allowlist the IP Address Range of the Alteryx Service
Before you begin creating connections to your relational sources, you must allowlist the IP address range of the Alteryx Service in the relevant security groups.
Note
The database to which you are connecting must be available from the Alteryx Service over the public Internet.
Note
On the database server for each relational source type (Oracle, SQL Server, etc.), you must allowlist these IP addresses.
For Alteryx One
These are the IP addresses you must add to your allowlist...
Region | Location | Control Plane IP Addresses | Data Plane IP Addresses |
|---|---|---|---|
US (us1) | Oregon, US |
|
|
EMEA (eu1) | Frankfurt, Germany |
|
|
APAC (au1) | Syndey, Australia |
|
|
For Redshift
For Redshift, there are two ways to allowlist an IP range, depending on whether you are using EC2-VPC or EC2-Classic (not common).
EC2-VPC (Security group): Add the IP address range to the inbound rule for the security group associated with the cluster. For more information, go to https://docs.aws.amazon.com/redshift/latest/gsg/rs-gsg-authorize-cluster-access.html#rs-gsg-how-to-authorize-access-vpc-security-group.
EC2-Classic: Add the IP address range to the inbound rule for the security group associated with the EC2 instance. For more information, go to https://docs.aws.amazon.com/redshift/latest/gsg/rs-gsg-authorize-cluster-access.html#rs-gsg-how-to-authorize-access-cluster-security-group.
For details on this process with RDS in general, go to https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/Overview.RDSSecurityGroups.html
For more information, please contact Alteryx Support.
Sign In to Alteryx One
After you complete registration, you must verify your email address. After verification, sign in to the application. Sign in to your workspace to access Alteryx One. In Alteryx One, you can access all of your licensed applications.
Go to the sign in page.
Enter the email address that you used to register for your workspace and select Next.
Enter the verification code sent to your email (if needed) and select Validate.
Enter your password and select Sign In.
Workspace Setup
If you need to create new workspaces, refer to Manage Workspaces.
Review Workspace Settings
As the first registered user, you are assigned the workspace admin role, which provides control over workspace-level settings. Before you invite users to the workspace, you should review and modify the basic configuration for the workspace. For more information, go to Workspace Settings Page.
Verify Operations
After you have applied a configuration change to the platform, you can use the following steps to verify that Alteryx One is working correctly.
Enable Modules
When your workspace is provisioned, all licensed modules are available from the left navigation pane in Alteryx One.
Note
To access a module, each user must be provisioned with a module-specific role. More information is provided below.
For more information, go to Alteryx One Modules.
Invite Users
Warning
All workspace users must be assigned roles to access the platform and modules.
Invite users to your workspace. If you intend to share the workspace with other users, you can invite them from within it. You must assign each user an application-specific role.
Note
First-time users of the product should access it by invitation only. Don't provide direct URLs to first-time users.
To invite other people to join your workspace, select Workspace Admin from the left navigation pane.
In the left navigation pane of Workspace Management, select Users.
On the Users page, you can view the invited users and members of your workspace. To invite new users, select + Invite.
Enter a comma-separated list of the email addresses of the users you want to invite to your workspace. Select Invite to send an invitation email.
For more information, go to Users Page.
Assign Roles
When you initially invite users to your workspace, they are assigned a default, non-admin role. You might want to change the role or roles assigned to their account.
Note
To access a specific application, you must assign a designated role to each user.
In the Users page, locate the user to assign new roles.
From the context menu on the right side of the user's entry, select Edit Roles.
Note
The default role grants a user access to the workspace. Access to higher-level operations or modules hosted in the platform is governed by assigning additional roles to the user's account.
In the Edit user dialog, you can modify the user's roles.
To assign a new user role, select it from the Roles dropdown.
To remove a role, select the X next to it.
Module roles:
Modules hosted in the platform require specific roles. Application-specific roles must be assigned to each user who is accessing the application.
For more information, go to Privileges and Roles Reference.
You can also assign a role to multiple users. For more information, go to Roles Page.
To apply the changes, select Assign Roles.
Repeat the above steps for each user that you wish to modify.
Monitor Platform Status
To stay current with the status and upcoming maintenance of Alteryx One, please review and subscribe to updates at https://status.alteryxcloud.com/
Workspace Users Setup
Workspace administrators should share the following page with newly invited users: Getting Started for Workspace Users.